Asset Operations Associate
Your Opportunity
Your opportunity
At Schwab, you’re empowered to make an impact on your career. Here, innovative thought meets creative problem solving, helping us challenge the status quo and transform the finance industry together. We believe in the importance of in-office collaboration and fully intend for the selected candidate for this role to work on site in the specified location(s).
The Asset & Account Maintenance team within Trust and Custody Services is responsible for the setup and maintenance of company-sponsored retirement plans supported through Retirement Business Services and Retirement Plan Services channels. In this role, you will help ensure account and plan maintenance activities are completed accurately and efficiently while supporting business objectives and service excellence. Working in a fast-paced, collaborative environment, you will leverage problem-solving, communication, and organizational skills to manage competing priorities, identify process improvement opportunities, resolve operational issues, and contribute to the success of a growing business.
What you have
Required qualifications:
- 1+ year of experience in finance, operations, administration, or a related field
- Interest in the financial services industry and desire to learn about retirement plans
- Strong attention to detail with the ability to process high volumes of work accurately
- Ability to prioritize multiple tasks while maintaining timely communication with management and internal partners
- Strong verbal and written communication skills
- Critical thinking and problem-solving skills with the ability to research and resolve issues
- Ability to work independently while contributing effectively in a collaborative team environment
- Self-motivated approach with the ability to take initiative on complex or escalated work
Preferred qualifications:
- Bachelor’s degree or equivalent skills
- Experience identifying opportunities to improve processes or increase efficiency
- Advanced Microsoft Excel skills
- Positive, engaged mindset with the ability to adapt in a fast-paced operational environment
- Ability to quickly learn new processes, tools, and business concepts
In addition to the salary range, this role is eligible for bonus or incentive opportunities.
#SchwabBTSJobs
What’s in it for you
At Schwab, you’re empowered to shape your future. We champion your growth through meaningful work, continuous learning, and a culture of trust and collaboration—so you can build the skills to make a lasting impact. Our Hybrid Work and Flexibility approach balances our ongoing commitment to workplace flexibility, serving our clients, and our strong belief in the value of being together in person on a regular basis.
We offer a competitive benefits package that takes care of the whole you – both today and in the future:
- 401(k) with company match and Employee stock purchase plan
- Paid time for vacation, volunteering, and 28-day sabbatical after every 5 years of service for eligible positions
- Paid parental leave and family building benefits
- Tuition reimbursement
- Health, dental, and vision insurance
What you are good at
What you have
Required qualifications:
- 1+ year of experience in finance, operations, administration, or a related field
- Interest in the financial services industry and desire to learn about retirement plans
- Strong attention to detail with the ability to process high volumes of work accurately
- Ability to prioritize multiple tasks while maintaining timely communication with management and internal partners
- Strong verbal and written communication skills
- Critical thinking and problem-solving skills with the ability to research and resolve issues
- Ability to work independently while contributing effectively in a collaborative team environment
- Self-motivated approach with the ability to take initiative on complex or escalated work
Preferred qualifications:
- Bachelor’s degree or equivalent skills
- Experience identifying opportunities to improve processes or increase efficiency
- Advanced Microsoft Excel skills
- Positive, engaged mindset with the ability to adapt in a fast-paced operational environment
- Ability to quickly learn new processes, tools, and business concepts
In addition to the salary range, this role is eligible for bonus or incentive opportunities.
#SchwabBTSJobs
Why Schwab?
At Schwab, “Own Your Tomorrow” embodies everything we do! We are committed to helping our employees unleash their potential and achieve their dreams. Our employees get to play a central role in disrupting a multi-trillion-dollar industry, creating a better, more modern way to build and manage wealth. We’re a modern financial services firm that stands apart from the industry, where you can go as far as your ambition takes you.
Hear from employees: What’s it like to work at Schwab!
The benefits of working at Schwab : a package designed to empower your health, wealth, career and life. Schwab is committed to building a diverse and inclusive workplace where everyone feels valued.
As an equal employment opportunity employer, our policy is to provide equal employment opportunities to all employees and applicants without regard to any status that is protected by law. (Please click here to see policy.)
Schwab is also an affirmative action employer, focused on advancing women, minorities, veterans, and individuals with disabilities in the workplace. We believe diversity and inclusion are part of our success as a company and our purpose of serving every client with passion and integrity.